Tax, accounting and business solutions designed for entrepreneurs, closely held businesses and high net worth individuals. If you need help with taxes, we're right here. But for most clients, we're much more than a see-you-once-a-year CPA firm. Focusing 100% on you and your needs, we'll help you plan, problem-solve and serve as the financial quarterback to your business and family success.
Every decision we make, service we perform, and conversation we have is held to the high standards of our core values. We do this because we respect our clients and each other, creating space for trust and growth. Our core values are truly at the heart of everything we do at Wertz & Company and we hope that our positive actions speak volumes. When you work with Wertz & Company, you get much more than a standard CPA firm.
Consider us your loyal partner, helping you navigate every phase of your financial journey. Partner with someone who gets you. We specialize in serving entrepreneurs and closely held businesses and know what keeps you up at night.
Every decision we make, service we perform, and conversation we have is held to the high standards of our core values. We do this because we respect our clients and each other, creating space for trust and growth. Our core values are truly at the heart of everything we do at Wertz & Company and we hope that our positive actions speak volumes. When you work with Wertz & Company, you get much more than a standard CPA firm.
Consider us your loyal partner, helping you navigate every phase of your financial journey. Partner with someone who gets you. We specialize in serving entrepreneurs and closely held businesses and know what keeps you up at night.
Services
No matter how the economy fluctuates or how industry evolves, we never deviate from the way we approach our clients.
We listen.
We pay attention.
We understand.
We take action.
This personalized service strengthens your most vital needs with a proven, practical suite of advice, ideas, competencies and solutions.
Lots of companies claim that their clients come first, but not every small business accounting firm practices it.
At Wertz & Company, we don't just say it, our entire company culture revolves around it.
We listen.
We pay attention.
We understand.
We take action.
This personalized service strengthens your most vital needs with a proven, practical suite of advice, ideas, competencies and solutions.
Lots of companies claim that their clients come first, but not every small business accounting firm practices it.
At Wertz & Company, we don't just say it, our entire company culture revolves around it.
Meet our team of experienced, down-to-earth accounting and business management professionals.
We believe that your business management team should make your life easier, not complicate matters.
We're here to demystify your questions about compliance, help you think strategically about your organization and achieve your immediate and long-term personal and business goals.
Our decades of experience in accounting and business planning, as well as a genuine interest in what makes your organization tick, means we provide collaborative guidance and insight that goes beyond answering your need to strengthen your future.
We believe that your business management team should make your life easier, not complicate matters.
We're here to demystify your questions about compliance, help you think strategically about your organization and achieve your immediate and long-term personal and business goals.
Our decades of experience in accounting and business planning, as well as a genuine interest in what makes your organization tick, means we provide collaborative guidance and insight that goes beyond answering your need to strengthen your future.
For all the questions you have about your business or personal finances, we're here to help.
Receive proactive, year-round insight and guidance from experienced professionals who understand all aspects of your organization.
We specialize in serving small to midsize privately held companies, entrepreneurs and high net worth individuals.
Our organizational structure is deliberately designed to provide you with the best of both worlds: "Big Four"-style experience and strategic thinking with the person-to-person feel of a boutique firm.
Receive proactive, year-round insight and guidance from experienced professionals who understand all aspects of your organization.
We specialize in serving small to midsize privately held companies, entrepreneurs and high net worth individuals.
Our organizational structure is deliberately designed to provide you with the best of both worlds: "Big Four"-style experience and strategic thinking with the person-to-person feel of a boutique firm.
Our tax services go beyond the mere preparation of tax returns.
We take the time to truly understand your business trajectory and personal objectives to develop strategies that minimize your taxation.
By integrating our expertise in the areas of estate and retirement planning, we provide insight and guidance today that lay the groundwork for a brighter future.
By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.
We take the time to truly understand your business trajectory and personal objectives to develop strategies that minimize your taxation.
By integrating our expertise in the areas of estate and retirement planning, we provide insight and guidance today that lay the groundwork for a brighter future.
By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.
While it's true that some of our clients now have large, mature businesses - they didn't start that way.
Helping businesses grow is what we do best.
Get a head start on your next big success by partnering with a dedicated team that applies innovative, big-picture problem-solving and intelligent business accounting services to help advance your organization.
Accounting system design and implementation (Intacct, QuickBooks Online, Enterprise and Desktop programs).
By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.
Helping businesses grow is what we do best.
Get a head start on your next big success by partnering with a dedicated team that applies innovative, big-picture problem-solving and intelligent business accounting services to help advance your organization.
Accounting system design and implementation (Intacct, QuickBooks Online, Enterprise and Desktop programs).
By getting to know the ins and outs of your individual and business needs, we help you make smart decisions that fit into your big-picture goals.
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